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Gateway Wealth Partners’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Gateway Wealth Partners’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.2M Sell
82,608
-46,978
-36% -$2.4M 0.25% 104
2026
Q1 		$6.6M Buy
129,586
+77,583
+149% +$3.99M 0.26% 108
2025
Q4 		$2.68M Buy
+52,003
New +$2.68M 0.3% 92

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Gateway Wealth Partners's EVSD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 36% in Q2 2026, selling an estimated $2.4M and leaving 82,608 shares worth $4.2M. The position accounts for 0.25% of the portfolio, ranked #104.

Gateway Wealth Partners first reported a position in EVSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.6M in Q1 2026. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Gateway Wealth Partners held 82,608 shares of Eaton Vance Short Duration Income ETF worth $4.2M as of Q2 2026.
  • Gateway Wealth Partners sold 46,978 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $2.4M.
  • Eaton Vance Short Duration Income ETF made up 0.25% of Gateway Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Gateway Wealth Partners first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's Eaton Vance Short Duration Income ETF position peaked at $6.6M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.